Cardinal Point Wealth Management Partners, LLC First Tr Long/Short Equity ETF Transaction History

Cardinal Point Wealth Management Partners, LLC

$328 Million
Q1 2023

A detailed history of Cardinal Point Wealth Management Partners, LLC transactions in First Tr Long/Short Equity ETF stock. As of the latest transaction made, Cardinal Point Wealth Management Partners, LLC holds 83,440 shares of FTLS stock, worth $5.58 Million. This represents 1.29% of its overall portfolio holdings.

Number of Shares

83,440

Previous 80,455 3.71%

Holding current value

$5.58 Million

Previous $3.93 Million 7.84%

% of portfolio

1.29%

Previous 1.36%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 10, 2023	BUY	$48.33 - $50.81 $144,265 - $151,667	2,985 Added 3.71%	83,440 $4.24 Million
Q4 2022 Feb 07, 2023	BUY	$46.95 - $51.01 $2.9 Million - $3.15 Million	61,715 Added 329.32%	80,455 $3.93 Million
Q3 2022 Nov 02, 2022	SELL	$46.83 - $51.22 $112,860 - $123,440	-2,410 Reduced 11.39%	18,740 $891,000
Q2 2022 Jul 19, 2022	BUY	$47.5 - $51.85 $53,437 - $58,331	1,125 Added 5.62%	21,150 $1.03 Million
Q1 2022 May 02, 2022	BUY	$48.67 - $52.08 $201,980 - $216,132	4,150 Added 26.14%	20,025 $1.02 Million
Q4 2021 Feb 10, 2022	BUY	$48.39 - $52.31 $768,191 - $830,421	15,875 New	15,875 $828,000

Others Institutions Holding FTLS

# of Institutions

214

Shares Held

19.7M

Call Options Held

Put Options Held

View Full List

About FIRST TR LONG/SHORT EQUITY ETF

Ticker FTLS
Sector ETFs
Industry ETFs

More about FTLS

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Cardinal Point Wealth Management Partners, LLC First Tr Long/Short Equity ETF Transaction History